Skip to main content
Red stylised pipes with leaves and carrot shapes forming a minimalist design.
Reports

Prepare for Funding: The 4 Ps

By Sefa (Social Enterprise Finance Australia)

1 June 2023

This guide by Sefa (Social Enterprise Finance Australia) helps social enterprises get ready for funding. It explains four key areas to focus on: Purpose, Plan, Profit, and Prudence. It provides practical advice to strengthen strategy, financial planning and governance so organisations can confidently approach funders and investors.

View resource

Summary

This document is a guide created by SEFA, a social finance organisation, outlining four key areas (Purpose, Plan, Profit, and Prudence) that social enterprises should focus on when preparing for funding.

It provides practical advice on how to articulate an organisation's mission, demonstrate operational capabilities, showcase financial sustainability, and manage risks effectively.

This guide offers insights into what funders and investors look for, and helps social enterprises position themselves for securing funding and building long-term partnerships that can support their growth and impact.

Team portrait photos - contact us

We’d love to hear from you!

Reach out to one of our team members, and share input and ideas about how we can evolve Understorey.

Get in touch
'Prepare for funding', SEFA | Understorey